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Smartsheet Basics

Ask questions about the core Smartsheet application: Sheets, Forms, Reports, Dashboards, and more.

"Other sheet" removal
I have some issues with resource management view due to having "other sheets" mess up the allocated percentage view. Me and a colleague are the only ones to create sheets in our section and i believe that these "other sheets" where created by us in some kind of draft, unshared but not deleted. Is there anyway to trace…
How to write VLOOKUP to source data from multiple sheets
I have a Master Project sheet and multiple individual project sheets. I need to gather one piece of data from the individual project sheets to write into the row on the Master Sheet. While VLOOKUP will work, the wizard requires me to know the sheet that I want to search. I need to reference all sheets in a workspace as the…
Copy Smartsheet (workspace or Sheet)
I've developed a smartsheet sheet (and workspace) for a customer. Can I copy or transfer either the sheet or workspace to another smartsheet instance??
Does Smartsheet integrate with Sugar CRM?
Can anyone tell me if Does Smartsheet integrates with the Sugar CRM?
MAX using IF
I need to find the Maximum value in a range given a value is matched in another range. If the job code matches in column A then give me the max in column B
Automate attachments
Hi all, Just wondering, is it possible to automatically attach documents when a row has been inserted? Once a row is inserted by a form it will then send out an update request, and will always need the same two attachments added to it. So instead of the submitter attaching them every time, it would be nice if they would…
Link to Unknown Sheet
We are experiencing issues with "links to unknown sheets" popping up. See image attached. * We are saving the sheet that the link is going to as a new sheet (almost like using it as a back up), but we are clicking so that the "links do not carry over", so it should not be happening from this task. * We have no way of where…
Form for a task list
New to this I am trying to create a form with task list on it for site. Screenshot below This will be viewed on a mobile phone. When I create a new form the information (tasks) on the sheet do not appear on the forms. I want the information to appear with the facility for a crew member to tick the box once the task has…
Notifications including comments
Hello, I am needing the notification that gets sent from a SmartSheet to show the body of the comments. Currently it only shows the comment symbol as below. The other formatting change i would like is to run the row vertical rather than horizontal. Thanks!
Web Content Widgets
Is the Web Content Widgets available in the free version of Smartsheet? Which plan do I get this Widgets, Individual, Business, Enterprise ou Premium Options?

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Is there a way to have a form update existing information?
We are conducting an audit of our I-9s. In order to do so, we have pulled an active list of all of our employees (EEs). These EE names are already on the sheet. In order to effectively complete the audit, there are specific things we need to check for based on the expiration date of the I-9 document that we have on file.…
Pulling info from Reference Sheet based on Date
Hello, I am trying to pull the information I need based on a date on the referenced sheet. Without this criteria the formula works great. this one criteria is not working. I created a helper column on each sheet. on the reference sheet is a formula to calculate the month number for that row, and then on main sheet is a…
Need help with Data/Chart Widget
I am working on a dashboard with various data points and had zero issues until I started the most recent widget. I am pulling from a simple report that has a list of staff members and their assigned work spaces. I keep getting an error that says the data cannot be charted… What is the limitation here? I made 4 other…

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